John Overdeck’s STMicroelectronics STM Stock Holding History

John Overdeck’s Portfolio STM Stock Details STM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.88M	Buy	+51,800	New	+$3.12M	﹤0.01%	2389
2022 Q1	–	Sell	-5,000	Closed	-$244K	–	4198
2021 Q4	$244K	Buy	+5,000	New	+$237K	﹤0.01%	3792

Other funds holding STM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

John Overdeck's STM Position: Q2 2026 in Review

John Overdeck reduced its STMicroelectronics (STM) stake by 36% in Q2 2026, selling an estimated $59.3M and leaving 1,757,357 shares worth $132M. The position accounts for 0.1% of the portfolio, ranked #236.

John Overdeck first reported a position in STM in Q2 2013 and has held it in 39 quarters since. 602 funds tracked by Wall St. Rank hold STM as of Q2 2026.

John Overdeck held 1,757,357 shares of STMicroelectronics worth $132M as of Q2 2026.
John Overdeck sold 985,363 STMicroelectronics shares in Q2 2026, an estimated $59.3M.
STMicroelectronics made up 0.1% of John Overdeck's portfolio in Q2 2026, its #236 holding.
John Overdeck first reported a position in STMicroelectronics in Q2 2013 and has held it in 39 quarters since.
602 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.